The 7 Largest Financial Consulting Firm in Penticton

Penticton, situated in the heart of British Columbia’s Okanagan Valley, is home to various financial consulting firms that provide expert guidance and solutions for individuals, businesses, and organizations. Here are the five largest financial consulting firms in Penticton, each offering unique services and expertise to meet diverse financial needs:

• Conexus Financial Consulting

Conexus Financial Consulting is a reputable firm renowned for its comprehensive financial planning services. With a team of experienced advisors, they specialize in retirement planning, investment management, tax strategies, and insurance solutions. Their client-centric approach ensures tailored advice aligned with individual goals and aspirations.

• HSBC Securities (Canada)

HSBC Securities (Canada) is a subsidiary of the prestigious HSBC Group, offering a diverse range of financial services. Their Penticton office provides wealth management services, including investment advice, portfolio management, and retirement planning. Their global reach and extensive resources allow them to cater to a wide spectrum of clients, from individuals to corporations.

• Edward Jones

Edward Jones is a long-standing financial consulting firm with a strong presence in Penticton. Their experienced financial advisors take pride in building lasting relationships with clients. They offer personalized investment strategies, retirement planning, and comprehensive financial advice tailored to meet specific financial goals and objectives.

• Raymond James Ltd.

Raymond James Ltd. is a renowned financial services firm with a solid reputation in Penticton. Their team of dedicated financial advisors provides a wide range of services, including investment management, wealth planning, estate planning, and retirement strategies. Their commitment to ethical practices and client satisfaction has earned them a loyal clientele.

• RBC Dominion Securities

RBC Dominion Securities is a subsidiary of the Royal Bank of Canada, one of Canada’s largest financial institutions. Their Penticton office offers a comprehensive suite of financial consulting services, including investment management, financial planning, insurance solutions, and estate planning. Their expertise and access to extensive resources enable them to cater to the evolving needs of their clients.

The 7 Biggest Financial Consulting Firm near Penticton

Neil R. MacDonald- Sun Life Financial

• Address: 101-3115 Skaha Lake Rd, Penticton, BC V2A 6G5, Canada
• Map: Click here
• Rating: 5 (19)
• Phone: +1 250-493-1626
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Jeff Wong✭✭✭✭✭

  a year ago

  Neil is a professional and knowledgeable advisor who knows the products and the field well. He has helped me choose and plan ahead with my financial and insurance goals. I would definite recommend him for insurance and investment planning. Thank you.

  Paul Parkinson✭✭✭✭✭

  2 years ago

  Neil was attentive to our individual situation and I believe developed a plan which will allow my family some comfort moving forward. He explained all of our options and found us the best insurance coverage to meet our needs

  Lindsay Courtice✭✭✭✭✭

  2 years ago

  If you are searching for a reputable firm and individual to help you with your insurance and investment planning, then look no further! Neil Macdonald is incredibly professional, prompt, patient, and kind. Did I mention SMART! He makes the whole process seamless and dare I say, enjoyable ?!! Honest to goodness! Thank you so much for your help, Neil! You are awesome and I wish you nothing but success!

  Brett Harrington✭✭✭✭✭

  2 years ago

  Neil was super efficient and great to deal with. Hey explained the options for health benefits very clearly, which made it easy to know what we were signing up for. I’d recommend him for sure!

  Brennan Mann✭✭✭✭✭

  2 years ago

  Neil laid everything out to allow me to choose the best plan for my needs. His whole team were professional, timely, and pleasant to work with.

IG Wealth Management

• Address: 206-300 Riverside Dr, Penticton, BC V2A 9C9, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 250-492-8806
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Karen Dawn✭✭✭✭✭

  a year ago

  This firm has handled my personal investment portfolio for over 25yrs. I am very satisfied with the services they have offered.👍

  Steven Theimer✭✭✭✭✭

  4 years ago

  Amazing place full of wonderful people who truly care about their clients and the community!

  Chris Hawkins✭✭✭✭✭

  2 years ago

  Planning and Investment Management at its best.

  Dan Jorgensen✭✭✭✭✭

  2 years ago

  Alana Lyle✭✭✭✭✭

  2 years ago

Colin Wright – TD Financial Planner

• Address: 2210 Main St Unit 130, Penticton, BC V2A 5H8, Canada
• Map: Click here
• Rating: 5 (5)

Kelly Lindsey – Raymond James Ltd.

• Address: 465 Ellis St, Penticton, BC V2A 4M1, Canada
• Map: Click here
• Rating: 5 (5)

CIBC Wood Gundy Penticton Branch

• Address: 399 Main St Suite 105, Penticton, BC V2A 5B7, Canada
• Map: Click here
• Rating: 2.5 (2)

Edward Jones – Financial Advisor: Debbie Clark, QAFP®|DFSA™

• Address: 1636 Main St Unit 130, Penticton, BC V2A 5G8, Canada
• Map: Click here
• Rating: 5 (1)

Keystone Portfolio Management Services Inc.

• Address: 2004 Main St, Penticton, BC V2A 5H4, Canada
• Map: Click here
• Rating: 4 (1)

Discover top consulting firms in various cities, like those mentioned in Campbell River, Courtenay and Vernon, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Penticton, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Penticton

Penticton, being a bustling city in British Columbia, offers a range of financial consulting firms that cater to the needs of individuals, businesses, and organizations. Here are the top three alternatives that are popular in Penticton:

• 1. Penticton Financial Services: Penticton Financial Services is a trusted financial consulting firm that provides comprehensive services, including financial planning, tax consulting, and investment management. They have a team of experienced professionals who work closely with their clients to understand their financial goals and help them achieve their desired outcomes. With a personalized approach, Penticton Financial Services ensures that their clients receive tailored financial advice and guidance.
• 2. CIBC Wood Gundy: CIBC Wood Gundy is a prominent financial consulting firm in Penticton. Known for its expertise in wealth management, CIBC Wood Gundy offers a wide range of financial services, including investment planning, retirement planning, estate planning, and business succession planning. With a team of highly qualified financial advisors, they help their clients make informed financial decisions and create strategies to preserve and grow their wealth.
• 3. BDO Canada LLP: BDO Canada LLP is a reputable financial consulting firm that operates in Penticton. With a focus on providing exceptional client service, BDO offers a comprehensive range of financial advisory services, including accounting, tax planning, business consulting, and wealth management. Their team of professionals has extensive knowledge and experience in various industries, enabling them to provide tailored solutions to their clients’ unique financial needs.

Overall, these top financial consulting firms in Penticton are known for their expertise, professionalism, and commitment to helping their clients achieve their financial goals. Whether you are an individual looking for personal financial planning or a business seeking expert advice, these firms can provide the necessary guidance and support.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.